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was seen strict irbefore the elections and hand brought forward the dematte manned that might have been in the future, people wanted to bite hand guns. >> always the case. any time the debate over gun control flares up. >> does the framework of the "wall street journal" piece tell us anything new about best buy, sears? >> for sears, we have seen them cut costs, cut costs, sears and the kmart stores. it seems that this year the reckoning, the kmart operation, people have lost track of that if you send people inside kmart today, i think you basically find a relatively horrifying situation for the average consumer. i mean, really bad stores that haven't been given the proper maintenance budgets that they deserve. for -- is it life or death? no h i think for the kmart part of it, there will be some sort of reckoning. i say life or death maybe moves more into that category for radioshack that stock has just been getting pummeled. tried to adapt themselves as mobile phone retailer and margins getting killed in kind. so i think this year is sort of that moment, someone come in and do an lbo, e
, other big story today is the continuing yen/dollar/euro data. abe is elected, now he's in power. the bank of japan is going to be meeting january 21 and 22. they're going to raise their inflation target 2%. the yen is at 85 right now. a lot of people are betting it could go to 100. that trade is not yet over. so that is the hot trade that's out there globally right now. number three, i'm pretty optimistic on housing. you saw the numbers on case-shiller, 4.3% increase in october. we're still getting numbers continuing to improve. the levels of affordability are great. mortgage rates remain low. this is one of the bright spots for housing, and will be for the economy in 2013. finally, did you see this amusing story? u.s. government is put on a negative watch by china? by china? the credit rating agency in china put them on the u.s. government debt on a negative rating at this point. negative watch. this, of course, was supposedly independent rating agency created in china to try to rival moody's and s&p and fitch's. that's getting interesting play out there. their independence, of
started off so well, in terms of expectations for economic growth. we had an election this year, too. i think that's another thing that is sort of the key. we hit europe again as we had the last two years previously. but this last quarter, i think there's been a lot more optimism, even with the fiscal cliff sitting there, as sort of this potential, real roadblock at the end of the year. perhaps even too much optimism some would say. when you speak to ceos, there's still a lack of confidence, i would argue on the part of many of them, that you would like to see more of. perhaps a reflection of their concerns about the fiscal crisis that may weigh on our tax spending policies. >> we'll start over the next week or so talking about performers for the year. top s&p performer is pulty, which says how people are viewing how people will view what's driving the economy in the coming year. bank of america has doubled. worst performer on the dow, hpq. there will be crystallizations of what happened overall. >> the perspective on this whole thing is the s&p 500 is still up 14% year-to-date. despite
Search Results 0 to 2 of about 3